SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / JPM

Tillar-Wenstrup Advisors, LLC’s Jpmorgan Chase & Co Position

Does Tillar-Wenstrup Advisors, LLC own Jpmorgan Chase & Co (JPM)? Not currently — the last reported position was 16.2K shares worth $2M in Q4 2019; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$2M
Q4 2019
Shares
16.2K
% of Portfolio
+1.26%
Quarters Held
5
position exited

Position History JPM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201916.2K$2M+1.26%
Q3 201917.6K$2M+1.20%
Q2 201918.4K$2M+1.16%
Q1 201918.8K$2M+1.09%
Q4 201819.5K$2M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of JPM.